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Spire Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Spire Wealth Management’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.2M Sell
212,797
-6,874
-3% -$511K 0.49% 47
2026
Q1 		$15M Sell
219,671
-7,759
-3% -$547K 0.51% 43
2025
Q4 		$15.3M Buy
227,430
+3,254
+1% +$216K 0.51% 41
2025
Q3 		$14.6M Sell
224,176
-9,405
-4% -$588K 0.5% 44
2025
Q2 		$13.6M Sell
233,581
-67,282
-22% -$3.88M 0.49% 47
2025
Q1 		$16.7M Sell
300,863
-7,115
-2% -$391K 0.53% 38
2024
Q4 		$16.1M Sell
307,978
-75,219
-20% -$4.11M 0.5% 41
2024
Q3 		$21.9M Sell
383,197
-8,309
-2% -$453K 0.74% 28
2024
Q2 		$20.7M Sell
391,506
-6,340
-2% -$338K 0.73% 28
2024
Q1 		$140M Buy
397,846
+8,296
+2% +$426K 2.54% 6
2023
Q4 		$19.3M Sell
389,550
-4,997
-1% -$240K 0.64% 31
2023
Q3 		$18.5M Buy
394,547
+11,494
+3% +$562K 0.71% 26
2023
Q2 		$18.9M Buy
383,053
+24,377
+7% +$1.2M 0.7% 26
2023
Q1 		$17.5M Buy
358,676
+111,116
+45% +$5.35M 0.68% 26
2022
Q4 		$11.3M Sell
247,560
-13,476
-5% -$591K 0.63% 33
2022
Q3 		$10.4M Sell
261,036
-62,796
-19% -$2.79M 0.63% 31
2022
Q2 		$14.6M Sell
323,832
-141,498
-30% -$6.85M 0.6% 33
2022
Q1 		$24.4M Buy
465,330
+26,546
+6% +$1.41M 0.65% 31
2021
Q4 		$24.4M Buy
438,784
+12,716
+3% +$715K 0.54% 36
2021
Q3 		$23.6M Buy
426,068
+15,208
+4% +$866K 0.63% 33
2021
Q2 		$23.8M Buy
410,860
+27,854
+7% +$1.6M 0.65% 30
2021
Q1 		$21.1M Buy
+383,006
New +$21.2M 0.56% 35

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Spire Wealth Management's ACWX Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.1% in Q2 2026, selling an estimated $511K and leaving 212,797 shares worth $16.2M. The position accounts for 0.49% of the portfolio, ranked #47.

Spire Wealth Management first reported a position in ACWX in Q1 2021 and has held it in 22 quarters since. The position peaked at $140M in Q1 2024. 741 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Spire Wealth Management held 212,797 shares of iShares MSCI ACWI ex US ETF worth $16.2M as of Q2 2026.
  • Spire Wealth Management sold 6,874 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $511K.
  • iShares MSCI ACWI ex US ETF made up 0.49% of Spire Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Spire Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $140M in Q1 2024.
  • 741 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.